James Degaetano, financial advisor Carlisle PA
96 score

James Degaetano

CRD Number: 4568113
Current Firm: Diamond Wealth Advisors

James Degaetano (CRD# 4568113) is an Investment Advisor Representative working at Diamond Wealth Advisors in Carlisle, PA and has over 15 years of experience in the finance industry. James Degaetano has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Jd Financial Services Inc. (dba: Diamond Wealth Advisors) Carlisle, PA Mar 2017 - Current 1
Lpl Financial, LLC Carlisle, PA Mar 2017 - Current 1
First Command Advisory Services Fort Worth, TX Dec 2015 - Feb 2017 1
First Command Financial Planning, Inc. Fort Worth, TX Mar 2007 - Feb 2017 9
First Command Financial Services, Inc. Fort Worth, TX Mar 2007 - Feb 2017 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for James A. Degaetano
Phone Number: (717) 713-1314
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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